NAUTILUS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NAUTILUS FOUNDATION INC (EIN 23-7010100)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202511329349100516
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T07:06:44-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814474059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LALLY & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE SUITE 800 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237010100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAUTILUS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAUT | BusinessNameControlTxt |
| Phone | 5617030757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 SEMINOLE AVENUE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E HEWLETT KENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5617030757 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD A SACCO | PreparerPersonNm |
| PTIN | P00287140 | PTIN |
| Phone | 4123678190 | PhoneNum |
| Preparation | 2025-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,632,548 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $44,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,958 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $175,600 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,958 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $151,585 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,585 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $393 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,581 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,974 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,585 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $182,015 | CashBOYAmt |
| Cash EOY | $256,266 | CashEOYAmt |
| Cash EOYFMV | $256,266 | CashEOYFMVAmt |
| US Government Obligations BOY | $5,208 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,470 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,470 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $700,933 | CorporateStockBOYAmt |
| Corporate Stock EOY | $632,291 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,370,812 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,080 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,450 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $890,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $895,477 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,632,548 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $890,236 | CapitalStockBOYAmt |
| Capital Stock EOY | $895,477 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $890,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $895,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $890,236 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $895,477 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $890,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,611 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $896,847 | SubtotalAmt |
| Other Decreases | $1,370 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $895,477 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBBCO COM, BMY | P | 2019-11-21 | 2024-12-24 | $15,503 | $15,231 | $272 | $272 |
| IQVIA HLDGS INC COM | P | 2014-09-05 | 2024-12-24 | $55,928 | $15,809 | $40,119 | $40,119 |
| ORGANON & CO | P | 1969-07-01 | 2024-12-24 | $5,505 | $217 | $5,288 | $5,288 |
| STARBUCKS CORP | P | 2018-10-26 | 2024-12-24 | $22,234 | $14,477 | $7,757 | $7,757 |
| STERICYCLE INC COM | P | 2019-05-22 | 2024-12-24 | $6,820 | $5,304 | $1,516 | $1,516 |
| WEST PHARMACEUITCAL SERVICES INC | P | 2018-11-21 | 2024-12-24 | $33,181 | $10,591 | $22,590 | $22,590 |
| ZOETIS INC, ZTS | P | 2013-12-09 | 2024-12-24 | $36,429 | $7,013 | $29,416 | $29,416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,958 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,107 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,107 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,450 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,450 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $657 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | E HEWLETT KENT | IndividualWithBooksNm |
| Phone | 3024684380 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 SEMINOLE AVENUE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| E HEWLETT KENT | ||||||||
| 246 SEMINOLE AVENUE | PALM BEACH | FL | 33480 | TRUSTEE, PRESIDENT & TREASURER | 0.00 | $0 | $0 | $0 |
| ALLISON K BOURKE | ||||||||
| 12 BAYBERRY ROAD | GREENWICH | CT | 06831 | TRUSTEE & VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| SAMANTHA A KENT | ||||||||
| 2649 NELSON COURT | WESTON | FL | 33332 | SECRETARY | 0.00 | $0 | $0 | $0 |
| FREDERICK A BOURKE | ||||||||
| 12 BAYBERRY ROAD | GREENWICH | CT | 06831 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,510,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,642,515 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,642,515 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,638 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,602,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,107 | TotalTaxAmt |
| Distributable Before Adj | $128,037 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $128,037 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $128,037 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $139,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,037 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,884 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,884 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,037 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,079 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,079 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,079 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $8,079 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | E HEWLETT KENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 SEMINOLE AVENUE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5167030757 | RecipientPhoneNum |
| Form And Info And Materials | STATEMENT ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | STATEMENT ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADIA WILDLIFE FOUNDATION | |||||||
| PO BOX 207 | MOUNT DESERT | ME | 04660 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,500 |
| ACHIEVEMENT CENTER FOR CHILDREN AND ADULTS | |||||||
| 345 NW 5TH AVE | DELRAY BEACH | FL | 33444 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $250 |
| AMERICAN ACADEMY IN ROME | |||||||
| 535 WEST 22ND STREET THIRD FLOOR | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| BATES COLLEGE | |||||||
| 2 ANDREWS ROAD 216 LANE HALL | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| BATH & TENNIS HISTORIC BUILDING | |||||||
| 1170 S OCEAN BLVD | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| BOWNE HOUSE HISTORICAL SOCIETY | |||||||
| 37-01 BOWNE ST | FLUSHING | NY | 11354 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 |
| BUCKMINSTER FULLER INSTITUTE | |||||||
| 2261 MARKET STREET 469 | SAN FRANCISCO | CA | 94114 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 |
| CHURCH OF BETHESDA BY THE SEA | |||||||
| 141 S COUNTY RD | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN STREET | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| ELAM UNITED METHODIST CHURCH | |||||||
| 1073 SMITHBRIDGE ROAD | GLEN MILLS | PA | 19342 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $3,000 |
| FRIENDS OF ROCK HALL | |||||||
| 199 BROADWAY | LAWRENCE | NY | 11559 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 |
| GARRISON FOREST SCHOOL | |||||||
| 300 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| GREAT HARBOR MARITIME MUSEUM | |||||||
| PO BOX 145 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| GREENWICH COUNTRY DAY SCHOOL | |||||||
| PO BOX 623 | GREENWICH | CT | 06836 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| GULF STREAM SCHOOL | |||||||
| 3600 GULF STREAM ROAD | GULF STREAM | FL | 33483 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| HILL SCHOOL | |||||||
| 717 EAST HIGH STREET | POTTSTOWN | PA | 19464 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,500 |
| INDEPENDENCE SEAPORT MUSEUM | |||||||
| 211 S COLUMBUS BLVD | PHILADELPHIA | PA | 19106 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| KENT SCHOOL | |||||||
| PO BOX 2006 | KENT | CT | 06757 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $13,000 |
| KIEVE WAVUS EDUCATION INC | |||||||
| PO BOX 169 | NOBLEBORO | ME | 04555 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 |
| LAND AND GARDEN PRESERVE | |||||||
| PO BOX 208 | SEAL HARBOR | ME | 04675 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $9,500 |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN MILL ISLAND STE 201 | TOPSHAM | ME | 04086 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $7,000 |
| MAINE GRANITE INDUSTRY HISTORY MUSEUM | |||||||
| 62 BEECH HILL CROSSROAD | MOUNT DESERT | ME | 04660 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| MAINE SEACOAST MISSION | |||||||
| PO BOX 600 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $7,500 |
| MDI BIOLOGICAL LABORATORY | |||||||
| PO BOX 35 | SALISBURY COVE | ME | 04672 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| MOUNT DESERT ISLAND HISTORIAL SOCIETY | |||||||
| PO BOX 653 373 SOUND DR | MOUNT DESERT | ME | 04660 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| MOUNT DESERT ISLAND NURSING ASSOCIATION | |||||||
| PO BOX 397 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| MOUNTS BOTANICAL GARDEN OF PALM BEACH | |||||||
| 531 NORTH MILITARY TRAIL | WEST PALM BEACH | FL | 33415 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| NATIONAL CAPITAL RADIO AND TELEVISION | |||||||
| PO BOX 1809 | BOWIE | MD | 20717 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| NEW YORK BOTANICAL GARDENS | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $3,000 |
| NORTHEAST HARBOR LIBRARY | |||||||
| PO BOX 279 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| NORTHEAST HARBOR LIBRARY SCHOLARSHIP FUND | |||||||
| PO BOX 279 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,500 |
| NORTHEAST HARBOR NEIGHBORHOOD HOUSE | |||||||
| PO BOX 332 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| NORTHEAST HARBOR SAILING SCHOOL | |||||||
| PO BOX 12 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| NORTHEAST HARBOR VILLAGE IMPROVEMENT SOCIETY | |||||||
| PO BOX 722 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| PALM BEACH CULTURAL INNOVATION CENTER | |||||||
| 70 ROYAL POINCIANA WAY SUITE P70 | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $6,000 |
| PALM BEACH DAY ACADEMY | |||||||
| 241 SEAVIEW AVENUE | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| PALM BEACH FOR CHRIST | |||||||
| PO BOX 484 | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 |
| PALM BEACH POLICE FOUNDATION INC | |||||||
| 139 N COUNTY ROAD SUITE 26 | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| PARISH OF ST MARY AND ST JUDE | |||||||
| PO BOX 105 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,500 |
| PASADENA HUMANE SOCIETY & SPCA | |||||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE | |||||||
| 3100/3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 3389 SHERIDAN STREET 293 | HOLLYWOOD | FL | 33021 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $4,250 |
| PUTNAM INDIAN FIELD SCHOOL | |||||||
| 101 INDIAN FIELD ROAD | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| REHABILITATION CENTER FOR CHILDREN | |||||||
| 300 ROYAL PALM WAY | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| ROCK END ART BARN | |||||||
| PO BOX 1093 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,500 |
| ROYAL POINCIANA CHAPEL | |||||||
| 60 COCOANUT ROW | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| SAVE THE STORKS | |||||||
| 4050 LEE VANCE VIEW | COLORADO SPRINGS | CO | 80919 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $4,000 |
| SEAL COVE AUTO MUSEUM | |||||||
| PO BOX 106 | SEAL COVE | ME | 04674 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $4,500 |
| SOCIETY OF THE FOUR ARTS | |||||||
| 2 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,500 |
| ST DAVIDS CHURCH | |||||||
| 763 VALLEY FORGE RD | WAYNE | PA | 19087 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $4,000 |
| ST MARY'S CHURCH HAMILTON VILLAGE | |||||||
| 3916 LOCUST WALK | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| THE GARDEN CONSERVATORY | |||||||
| PO BOX 608 | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $12,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| WILLOWIND THERAPEUTIC RIDING CENTER | |||||||
| BOX 1140 ST HWY 3 | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,627 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,958 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $151,585 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,585 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXCHANGE TRADED FUNDS | $399,839 | $1,066,091 |
| CORPORATION STOCK | $232,452 | $1,304,721 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,470 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,470 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAX | Desc |
| BOY Book Value | $2,080 | BOYBookValueAmt |
| EOY Book Value | $1,450 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASE | Desc |
| Amt | $1,370 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $3,500 | $0 | $0 |
| ADMINISTRATIVE EXPENSE | $2,081 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CT CORPORATION FEES | CategoryTxt |
| Amt | $393 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |